We are hiring · Sales
Appointment Setter
Book Qualified Appointments & Earn USD $3K-$6K+/Month Remotely
Watch this before you apply — it will tell you if you're the right fit.
Qualify inbound financial professionals and book them onto our closers' calendars.
Vision, mission & core values
Read these before you apply. If they don't sound like you, this won't work — for either of us. If they do, Fondako can be the vehicle you use to build your own freedom.
- The problem we're solving
- The most efficient financial strategies are complex and out of reach.
- Our vision
- To maximize freedom, impact and abundance for those who build value.
- Our mission
- To deliver the most efficient financial strategies at scale, through industry-leading systems and partnerships.
All in
Unshakable commitment to the mission, the team, and the long-term vision.
High say-do ratio
Trust is built on actions, not talk. We follow through on commitments and build momentum by consistently delivering results.
Radical transparency
We face facts, speak directly, and solve real problems. No blame, no fluff — only solutions and clarity that move us forward. Say it clearly and concisely. Be brutally honest, transparent and vulnerable: even when it hurts, it helps.
Raise the standard
Great isn't good enough. Be so competent and efficient that everyone around you rises to the occasion. Solve the right problems fast, own your outcomes, respect other people's time, and make success inevitable by raising the bar in every room you're in.
01
THE OPPORTUNITY
How often do you get to master a high-income skill, work 100% remotely, AND help transform lives?
At Fondako Media, we help top-tier financial professionals serve multi-seven- and eight-figure business owners with the most efficient financial strategies, reducing their tax burdens and helping them preserve their wealth while creating long-term freedom for thousands of families.
We've scaled from $0 to $3,000,000 per year in less than 3 years. And are on track to hit $10M per year by January 1st, 2028.
And we're just getting started.
We're on a mission to democratize access to the most efficient financial strategies—by building the systems, tools, and partnerships that allow advisors to grow at scale.
This isn't just about providing marketing services.
It's about giving the right advisors the infrastructure to win—so they can multiply their reach, results, and ripple effect.
We have world-class standards and intensity while promoting a healthy lifestyle. You'll be working in an extremely empowering environment.
We've helped over 2,000+ financial professionals across North America in the last 5 years, and you'll get to be on the leading edge of these transformations.
Our Track Record:
- Generated 1,000+ qualified business owner appointments every month
- Helped 118+ financial advisors build 7-8 figure practices
- Achieved $51K average case size (25x industry average)
- Maintained 65-75% show rates (1.5x industry average)
- Growing 24% quarter-over-quarter for the last 3 years
- On track: $7M (2025) → $12M (2026) → $20M (2027) → $100M valuation by 2030
02
THE ROLE
What You'll Actually Do
Convert inbound leads into qualified, showed appointments for financial advisors in our HTAB program
This is a crucial role that directly contributes to the success of our clients.
You'll reach out to inbound leads (business owners interested in tax mitigation and life insurance strategies), run 10-15 minute qualification calls, determine their tier potential (Accelerator, Standard, Premium, or Gold), and book them on the right advisor's calendar.
You create the first impression of our clients.
When you book a qualified appointment that shows up and closes, that advisor makes $51K on average. When you book appointments that don't show or aren't qualified, that advisor loses money and we lose credibility.
Your attention to detail and qualification skills matter.
03
YOUR RESPONSIBILITIES
Lead Qualification & Appointment Setting
- Reach out to inbound leads via phone, SMS, and email within 5 minutes of assignment
- Run 10-15 minute triage calls (discovery + qualification + booking)
- Determine tax liability and tier potential (Accelerator, Standard, Premium, Gold)
- Book qualified leads on advisor's calendar (only qualified leads pass through)
- Send calendar invites and trigger automated reminder sequences
Follow-Up & Nurture
- Manage no-answer follow-up sequences (calls, SMS, email, voicemail drips)
- Follow up 5-7 times before disqualifying a lead
- Stay in touch with warm leads until they're ready to book
CRM Management & Reporting
- Log all call notes, tags, and qualification data in CRM (100% compliance)
- Submit daily reports on leads contacted and appointments set
- Track show rates and optimize reminder sequences
- Flag issues in the setting process to Client Scheduling Team Leader
Show Rate Optimization
- Send day-before reminders to all booked appointments
- Confirm appointments 24 hours prior
- Follow up immediately on no-shows to attempt reschedule
Team Collaboration
- Work as part of a cohesive sales and marketing team toward a common goal
- Attend daily team meetings and training sessions
- Share best practices on booking tactics and show rate optimization
- Give feedback to marketing team on lead quality (which campaigns produce best appointments?)
- Contribute to playbook updates and process improvements
- Uphold company values, standards, and culture at all times
04
YOUR OUTCOMES & KPIs
What does success look like?
Appointment Booking Performance
90+ live shows per month
100+ appointments booked per month
70%+ show rate
20%+ booking rate
Lead Management
50%+ contact rate
<5 min speed-to-lead
5-7 follow-up attempts
100% CRM compliance
Lead Quality
Only book qualified leads
<8% disqualification rate
Client satisfaction ≥8/10
Team Performance
Contribute to team hitting 1,000+ appointments/month
Share 1+ best practice per week
Maintain calm, confident, grounded tone
05
THIS IS FOR YOU IF...
Experience & Skills
- You have excellent communication skills (written and verbal)
- You have a calm, confident, and grounded tone of voice
- You're proficient with CRM software and data analysis tools
- You have a strong understanding of sales processes and strategies
- You have experience using digital marketing tools, including social media platforms (preferred)
- You have strong negotiation and decision-making skills
- You're native or fluent in English (written and spoken)
- You have high emotional intelligence, resilience, and problem-solving ability
Mindset & Work Ethic
- You're eager to master the art of appointment setting
- You're persistent but not pushy—you follow up 5-7 times without being aggressive
- You're process-driven—you follow scripts, use playbooks, and log everything
- You're qualification-focused—you'd rather disqualify 10 bad leads than book 1 unqualified demo
- You're coachable—you take feedback from closers and adjust your approach
- You have high activity tolerance—you can make 200+ calls/day without burnout
- You have pattern recognition—you know which leads are hot (book now), warm (nurture), or cold (disqualify)
- You're self-motivated and able to work independently
- You're a team player—able to collaborate, ask for help when needed, and share wins
Culture Fit
We live an integrated lifestyle defined by nothing less than excellence.
If that's you, keep reading.
06
THIS IS NOT FOR YOU IF...
- Please DO NOT apply if you:
- Don't have excellent communication skills or aren't fluent in English
- Can't handle rejection or high-volume calling (200+ calls/day)
- Aren't willing to work Eastern Standard Time hours
- Have no interest in continuing to train and improve your skills
- Can't take criticism, feedback, or direct communication
- Don't believe in the mission (helping financial advisors serve business owners)
COMPENSATION
This is a performance-based commission role.
Income Breakdown:
1. Per Appointment Commission:
$20-$60 USD per live show
Minus 1% per show rate point below 66%
2. Performance Bonuses:
$2,000 USD Performance Bonus
$1,500 USD Performance Bonus
$1,000 USD Performance Bonus
$750 USD Performance Bonus
$500 USD Performance Bonus
$250 USD Performance Bonus
3. Closed Deal Bonuses:
$50 per closed deal
On-Track Earnings:
LOW Performer (75 live shows @ 60% show rate):
• $500 performance bonus (50+ shows)
Total: $2,300/month
EXPECTED Performer (90 live shows @ 70% show rate):
• $1,000 regular performance bonus (90+ shows) + $150 (3 average closed deals)
Total: $4,021/month
ELITE Performer (110 live shows @ 75% show rate AND Elite bonus unlocked):
Total: $6,199/month
Your income scales with your performance. The more appointments you book that show up and close, the more you earn.
The practical details
WORKING HOURS
Eastern Standard Time Zone
Flexibility offered, but must be available during peak calling hours (9am-7pm EST).
More about Fondako Media
Worth reading before you apply, but it won't change whether the role fits.
WHY JOIN FONDAKO MEDIA?
Work 100% Remotely
We're a fully remote, officeless company with team members in 10+ countries. Work from home, co-working spaces, or while traveling the world. Official time zone is U.S. Eastern Time (flexibility offered).
Earn More Than Most Entry-Level Remote Roles
Top-performing appointment setters earn $4K-$5K+/month—more than most entry-level remote roles. This is a true high-income skill you can master.
Master a High-Income Skill
- Appointment setting is one of the most valuable skills in sales and marketing. You'll receive:
- Daily training and coaching
- Proven scripts and frameworks (pre-built, battle-tested)
- Weekly mastermind with top performers
- Access to training programs (we've invested $250K+ in the best mentors)
Career Advancement Opportunities
- We favor promoting internally. It's not uncommon for appointment setters to advance into:
- Client Scheduling Team Leader
- Sales Development Rep (SDR)
- Closer (Sales Representative)
- Client Success Manager
- We provide:
- Bi-annual performance reviews
- Salary increases for exceeding expectations
- Opportunities to collaborate on innovative projects
Company Events & Retreats
Recent retreats:
Work-Life Balance with Remote Flexibility
We believe in world-class standards AND a healthy lifestyle. Work from anywhere, set your own schedule (within EST hours), and enjoy lucrative incentive plans and monetary benefits to encourage high performance.
Think this is you?
Read the whole page first. If it still sounds like you, the application is right below.
Apply for Appointment Setter →Apply for Appointment Setter
Takes about 10 minutes. The Loom video is the part we actually watch first.